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Estee Lauder

1,224 hedge funds and large institutions have $50B invested in Estee Lauder in 2023 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 503 increasing their positions, 396 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,224
Holders Change
+49
Holders Change %
+4.17%
% of All Funds
19.59%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.46%
New
141
Increased
503
Reduced
396
Closed
69
Calls
$807M
Puts
$645M
Net Calls
+$162M
Net Calls Change
+$123M
Name Holding Trade Value Shares
Change
Shares
Change %
BFM
901
Boothbay Fund Management
New York
$346K +$346K +1,404 New
VFA
902
Valeo Financial Advisors
Indiana
$345K +$122K +494 +54%
ACM
903
AlphaStar Capital Management
North Carolina
$340K +$17.5K +71 +5%
BFIM
904
Beese Fulmer Investment Management
Ohio
$340K -$91.9K -373 -21%
LWP
905
Lumature Wealth Partners
Georgia
$339K -$104K -421 -23%
PGIM
906
Pacific Global Investment Management
California
$338K -$22.7K -92 -6%
BP
907
Ballentine Partners
Massachusetts
$338K -$12.1K -49 -3%
DIA
908
Dana Investment Advisors
Wisconsin
$334K
TGAM
909
TBH Global Asset Management
Tennessee
$333K +$333K +1,352 New
BFA
910
Bragg Financial Advisors
North Carolina
$333K
STA
911
Summit Trail Advisors
New York
$330K +$119K +481 +56%
BTI
912
Blue Trust Inc
Georgia
$328K +$38.4K +155 +13%
GWS
913
Glassman Wealth Services
Virginia
$328K +$6.16K +25 +2%
MSFS
914
Main Street Financial Solutions
Pennsylvania
$326K +$3.7K +15 +1%
1W
915
1776 Wealth
Georgia
$326K -$11.8K -48 -4%
TCA
916
Transcend Capital Advisors
New Jersey
$325K -$90.7K -368 -22%
SPWG
917
Sage Private Wealth Group
Illinois
$323K -$10.8K -44 -3%
JAG
918
Journey Advisory Group
Kentucky
$320K -$12.3K -50 -4%
FNB
919
Farmers National Bank
Kentucky
$319K -$3.45K -14 -1%
NB
920
NBT Bank
New York
$314K +$6.41K +26 +2%
AFM
921
Andesa Financial Management
Pennsylvania
$313K +$145K +1,059 +87%
BPFA
922
Barnes Pettey Financial Advisors
Mississippi
$311K -$31.5K -128 -9%
BFEC
923
Benjamin F. Edwards & Company
Missouri
$307K +$5.17K +21 +2%
IC
924
Inscription Capital
Texas
$305K +$21.4K +87 +8%
BCM
925
BTC Capital Management
Iowa
$303K -$16.8K -68 -5%